Centricity Wealth Management, LLC New Holdings in Q4 2024

Centricity Wealth Management, LLC

  • $107 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STZ
Constellation Brands, Inc.

Consumer Defensive
159
New
$219.66 - $257.62 $34.9K - $41K
159 $35.1M
DSTL
ETF Ser Solution Distillate Us

ETFs
639
New
$54.74 - $58.88 $35K - $37.6K
639 $35.1M
WST
West Pharmaceutical Services Inc

Healthcare
106
New
$285.69 - $344.0 $30.3K - $36.5K
106 $34.7M
PWR
Quanta Services, Inc.

Industrials
109
New
$296.05 - $346.6 $32.3K - $37.8K
109 $34.4M
CTVA
Corteva, Inc.

Basic Materials
594
New
$55.21 - $64.13 $32.8K - $38.1K
594 $33.8M
IVE
Ishares S&P 500 Value ETF

ETFs
176
New
$189.5 - $206.17 $33.4K - $36.3K
176 $33.6M
SQ
Block, Inc.

Technology
395
New
$65.06 - $98.92 $25.7K - $39.1K
395 $33.6M
IGF
Ishares Global Infrastructure

ETFs
640
New
$51.2 - $55.7 $32.8K - $35.6K
640 $33.5M
OTIS
Otis Worldwide Corp

Industrials
355
New
$92.57 - $106.01 $32.9K - $37.6K
355 $32.9M
TPIF
Timothy Plan Intl ETF (De)

ETFs
1.22K
New
$26.38 - $28.72 $32.1K - $35K
1.22K $32.3M
ROL
Rollins Inc

Consumer Cyclical
659
New
$46.35 - $51.59 $30.5K - $34K
659 $30.5M
SYK
Stryker Corp

Healthcare
84
New
$345.14 - $392.15 $29K - $32.9K
84 $30.2M
PLD
Prologis, Inc.

Real Estate
285
New
$101.4 - $126.96 $28.9K - $36.2K
285 $30.1M
HUM
Humana Inc

Healthcare
118
New
$233.89 - $304.18 $27.6K - $35.9K
118 $29.9M
BX
Blackstone Inc.

Financial Services
172
New
$148.45 - $199.05 $25.5K - $34.2K
172 $29.7M
CYTK
Cytokinetics Inc

Healthcare
624
New
$46.36 - $58.62 $28.9K - $36.6K
624 $29.4M
PRU
Prudential Financial Inc

Financial Services
247
New
$114.59 - $129.52 $28.3K - $32K
247 $29.3M
QCOM
Qualcomm Inc

Technology
186
New
$150.4 - $178.04 $28K - $33.1K
186 $28.6M
VRSK
Verisk Analytics, Inc.

Industrials
101
New
$262.86 - $294.75 $26.5K - $29.8K
101 $27.8M
CL
Colgate Palmolive CO

Consumer Defensive
300
New
$90.22 - $102.31 $27.1K - $30.7K
300 $27.3M
COP
Conocophillips

Energy
275
New
$95.12 - $114.72 $26.2K - $31.5K
275 $27.3M
IP
International Paper CO

Consumer Cyclical
488
New
$46.64 - $59.57 $22.8K - $29.1K
488 $26.3M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
300
New
$86.65 - $94.9 $26K - $28.5K
300 $26.1M
MRVL
Marvell Technology, Inc.

Technology
231
New
$70.31 - $124.78 $16.2K - $28.8K
231 $25.5M
AMGN
Amgen Inc

Healthcare
97
New
$258.78 - $328.31 $25.1K - $31.8K
97 $25.3M
VEEV
Veeva Systems Inc

Healthcare
120
New
$201.81 - $250.45 $24.2K - $30.1K
120 $25.2M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1K
New
$25.0 - $25.11 $25K - $25.1K
1K $25.1M
KMI
Kinder Morgan, Inc.

Energy
906
New
$22.59 - $28.54 $20.5K - $25.9K
906 $24.8M
SAP
Sap Se

Technology
100
New
$218.13 - $255.54 $21.8K - $25.6K
100 $24.6M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
525
New
$46.63 - $47.41 $24.5K - $24.9K
525 $24.5M
SHW
Sherwin Williams CO

Basic Materials
72
New
$338.75 - $399.71 $24.4K - $28.8K
72 $24.5M
GLW
Corning Inc

Technology
500
New
$44.11 - $49.76 $22.1K - $24.9K
500 $23.8M
RS
Reliance Steel & Aluminum CO

Basic Materials
88
New
$264.2 - $326.32 $23.2K - $28.7K
88 $23.7M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
308
New
$75.22 - $82.17 $23.2K - $25.3K
308 $23.5M
RMD
Resmed Inc

Healthcare
102
New
$228.69 - $256.07 $23.3K - $26.1K
102 $23.3M
MMM
3 M CO

Industrials
178
New
$124.74 - $137.12 $22.2K - $24.4K
178 $23M
XLI
Industrial Sector Spdr

ETFs
174
New
$131.76 - $143.99 $22.9K - $25.1K
174 $22.9M
LEN
Lennar Corp

Consumer Cyclical
165
New
$136.2 - $188.96 $22.5K - $31.2K
165 $22.5M
Te Connectivity PLC
157
New
N/A
157 $22.4M
SNA
Snap On Inc

Industrials
66
New
$285.44 - $371.35 $18.8K - $24.5K
66 $22.4M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
308
New
$69.3 - $74.3 $21.3K - $22.9K
308 $22M
Gsk PLC
650
New
N/A
650 $22M
CB
Chubb LTD

Financial Services
78
New
$271.57 - $301.89 $21.2K - $23.5K
78 $21.6M
WIX
Wix.Com Ltd.

Technology
100
New
$156.75 - $229.35 $15.7K - $22.9K
100 $21.5M
IEMG
Ishares Inc

ETFs
408
New
N/A
408 $21.3M
VT
Vanguard Total World Stk Index

ETFs
180
New
$117.09 - $123.07 $21.1K - $22.2K
180 $21.1M
INTU
Intuit Inc

Technology
33
New
$602.01 - $706.25 $19.9K - $23.3K
33 $20.7M
XLE
Energy Sector Spdr

ETFs
240
New
$83.32 - $97.27 $20K - $23.3K
240 $20.6M
Veralto Corp
201
New
N/A
201 $20.5M
Activity Summary
Buys All Purchases 454 New Holdings 454 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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